Webster, NY · Serving Rochester and North America for over 20 years. Book a $500 audit →
Stop losing leads between the inquiry and the follow-up
Marketing that works creates a second problem: inquiries arrive faster than anyone can answer them. We build AI automation and workflow automation that catches the inquiry, routes it, and makes sure somebody owns it before it goes cold, wherever your business operates.
Automation starts at $1,650. Token, SMS, and voice usage is billed at cost on top.
- Where leads leak
How B Square Web builds automation
An audit log and a failure queue on every build
An automation you cannot inspect is a liability. Every build records what it did, and every build has a queue for cases it couldn’t handle, so failed inquiries surface as tasks rather than vanishing.
Bounded agents that escalate instead of guessing
The agent tiers are bounded on purpose. A bounded agent that escalates when it’s unsure is worth more than one that guesses confidently, so human review queues and approval boundaries are in the build itself, not sold as an extra.
Memory only where it's governed
Persistent memory appears only where it’s governed: Company Brain and AI Employee With Memory. We don’t ship uncontrolled memory into a business system.
Where the enquiries go
Example intake month
| Enquiries captured Web chat, forms and messaging | 184 |
| Routed automatically Tagged, normalized, owner assigned | 171 |
| Escalated to a person Sent to the human review queue | 13 |
| Missed with no owner The number this work exists to fix | 0 |
| Median first response Against the response SLA | 4 min |
Example figures for layout. Your audit reports your own numbers.
- Tiers and what is in them
Everything listed here is in the plan. Nothing else is implied.
Capacity is what separates the tiers. When you outgrow one, you move up rather than collecting small charges.
Answer Every Visitor
$1,650 one time
Visitors leaving because nobody replied.
- Website chatbot
- Lead capture
- Basic knowledge-base answers
- Basic human handoff
- Basic dashboard
- Failure and exception queue
- Audit log
Never Miss an Inquiry
$2,500 one time
Enquiries arriving after hours and going cold.
- Speed-to-lead workflow
- Basic CRM integration
- Basic lead ownership
- Task and SLA escalation
- Retry and error queue
- Human review queue
- Audit log
- Where most start
Lead Intake Autopilot
$3,300 one time
Leads arriving with no owner and no response deadline.
- Everything in Answer Every Visitor
- CRM integration
- Lead normalization
- Source and intent tagging
- Response-SLA workflow
- Dashboard
- Audit log
Pipeline Autopilot
$4,950 one time
Opportunities disappearing between people.
- Everything in Never Miss an Inquiry
- Automated ownership, tasks and escalation
- Role and approval matrix
- Dashboard
- Audit log
Every Channel Answered
$5,800 one time
Web, messaging and social all needing consistent answers.
- Everything in Lead Intake Autopilot
- Social and messaging channels
- Human handoff per channel
- Dashboard
- Audit log
Systems That Talk
$7,400 one time
Duplicate work between CRM and other business systems.
- Multiple-system sync
- CRM integration
- Limited tool use
- Retry and error queue
- Integration regression testing
- Audit log
Company Brain
$8,250 one time
An assistant that answers from approved company information.
- Advanced RAG knowledge answers
- Citations
- Persistent memory
- CRM integration
- Human handoff
- Dashboard
- Audit log
Enterprise Workflow Engine
$12,400 one time
Multiple workflows and teams needing central governance.
- Governs multiple workflows
- Advanced CRM integration
- Advanced role and approval matrix
- Optional RAG knowledge access
- Workflow regression testing
- Enterprise dashboard
- Audit log
First AI Employee
$13,200 one time
A bounded agent that does real work and escalates uncertainty.
- Bounded agent with tool use
- RAG knowledge access
- CRM integration
- Human review queue
- Agent action regression testing
- Agent activity dashboard
- Audit log
AI Employee With Memory
$24,800 one time
An agent that learns the business under governance.
- Everything in First AI Employee
- Persistent governed memory
- Agent and memory regression testing
- Agent and memory dashboard
- Audit log
Custom AI Application
$41,200 one time
A dedicated system rather than a configured chatbot.
- Custom application interface
- RAG and approved knowledge sources
- Governed memory where appropriate
- CRM and operating-system integrations
- Prompt and model regression checks
- Usage reporting and audit logs
- Security and privacy risk register
- Monitoring and incident runbook
- Human approval boundaries
Usage-based and billed at cost: LLM tokens, voice minutes, SMS, transcription, phone and carrier fees, and paid APIs. Additional channels, workflows, CRM pipelines, voice agents, data migration and compliance work are quoted separately.
AI and automation solutions built around how you work
Start at the leak. If visitors leave without asking anything, that’s website chat. If inquiries arrive after hours and go cold, that’s speed-to-lead. If leads arrive but nobody owns them, that’s intake routing. If opportunities die mid-pipeline, that’s pipeline automation. Each solution below solves one of those problems on its own; you don’t have to buy the whole stack to fix one leak.
Workflow automation
We map the repetitive steps between an inquiry arriving and it getting handled, then build the automation that runs them, so your team only touches the exceptions that actually need a person
Custom AI implementation
No two CRMs or intake forms work the same way. Every build is designed around your actual rules and tools, not a generic template pulled off a shelf and relabeled.
System integrations
Your CRM, calendar, and phone system already hold the data that matters. We connect the automation to what you use today instead of asking you to switch tools first.
Secure deployment
Every build sits behind access controls and an audit log from day one, so you can see exactly what an automation did and roll back anything that went wrong.
Generative AI integration
When a workflow needs to draft a reply, summarize a call, or pull an answer from your documents, we wire in the language model with a human approval step attached.
AI-powered apps development
Beyond automations that run in the background, we build small internal tools and customer-facing apps when a workflow needs its own interface, not just a background job.
What can AI automation do for your business?
Automation cuts the manual load, answers leads by 9 pm instead of the next morning, and keeps your CRM, calendar, and phone system talking to each other.
Reduce manual workload
Data entry, follow-up emails, appointment reminders, and status updates that used to eat hours each week get handled automatically, freeing your team for the work that actually needs a person.
Improve response speed
A lead who enquires at 9 pm gets a reply at 9 pm, not the next morning after they’ve already called a competitor. Speed is often what turns a lead into a closed deal.
Lower operational costs
Automation replaces the manual hours spent chasing inquiries and updating spreadsheets, so the cost of handling more volume grows more slowly than the volume itself.
Advanced analytics & business intelligence
Every inquiry and every automated step gets logged, so you can see where leads stall, which channel actually converts, and where the next automation would pay for itself.
Consistent customer interactions
An automated response doesn’t have an off day, forget to follow up, or answer a pricing question three different ways depending on who picks up the phone.
System integration & API automation
When your CRM, calendar, and phone system are wired together through their APIs, an enquiry only has to be entered once, instead of being re-typed into three different tools.
Customer Reviews
‘’Dave has a very clear passion, not just for web design, but also for achieving 100% client satisfaction in his product! He goes above and beyond to build a website to your exact specifications and (most importantly in my opinion) he takes whatever time is necessary to speak 1 on 1 with his clients to answer any questions they have and educate them on the process! A stand-up guy who is a pleasure to do business with.”
– Chris Aldrich
How we work
We find where inquiries actually get lost, build automation around your CRM and phone setup, then hand over an audit log and a failure queue you can see into.
01. The audit
We find where your enquiries actually get lost, on the website, after hours, at intake, or mid-pipeline, and tell you honestly if automation is the right fix.
02. The build
We build the automation around your actual CRM, forms, and phone setup, with a human review queue and an approval boundary built in from the start, not added later.
03. The handoff
You get an audit log, a working failure queue, and a system your team can see inside, not a black box you’re asked to trust on faith.
Industries we serve
As an AI automation company working across all of these, the biggest leak is rarely the same twice, which is exactly why the audit comes before any build.
01
Home services & trades
02
Real estate & property management
03
Healthcare & dental practices
04
Legal & professional services
05
E-commerce & retail
06
Financial & insurance services
Technologies & tools for our AI automation services
Builds are assembled from proven, widely-used platforms rather than a proprietary black box, so nothing here depends on a single vendor staying in business.
Language models
OpenAI and Anthropic models power the conversational and drafting layers, chosen per build based on the task and the budget.
Voice & SMS infrastructure
Twilio-class voice and messaging APIs handle the calls and texts that speed-to-lead and phone-based automations run on.
CRM & pipeline tools
HubSpot, Salesforce, Pipedrive, and GoHighLevel integrations keep leads and status updates flowing into the system you already use.
Workflow orchestration
n8n, Make, and Zapier connect the individual steps, so an inquiry moves from form to inbox to calendar without a manual handoff.
Knowledge & retrieval
Vector search and document retrieval ground Company Brain’s answers in your approved sources, not a model’s best guess.
Monitoring & audit
Logging and queue infrastructure sit behind every build’s audit trail and failure queue, so nothing runs without leaving a record.
Why choose B Square Web?
B Square Web is built to be the AI automation agency for small business owners who don’t have a dedicated ops person watching every channel, not an enterprise vendor with a six-month onboarding process. As a workflow automation agency, that means a $1,650 entry point and usage billed at cost, instead of a five-figure retainer before you’ve seen a single automation work.
Proof on every build
An audit log and a failure queue ship with every automation, so you can see what it did and catch what it couldn’t handle, instead of taking our word for it.
Bounded by design
Agent tiers escalate to a human review queue when they’re unsure rather than guessing confidently, with the approval boundary built into the automation itself.
Billed at cost, not marked up
Language model tokens, SMS, voice minutes, and paid APIs pass through at cost. No hidden markup is folded into your usage bill.
Over 1,000 businesses served nationwide
The audit approach behind this page has helped more than 1,000 businesses nationwide find their actual leak before committing to a build.
What people ask before starting.
Is this a chatbot?
The entry product is website chat with lead capture. Above that these are workflow and integration builds: CRM routing, escalation, system sync. The agent tiers do use a language model, but bounded, with tool use, a human review queue, and an audit log.
What business processes can be automated with AI?
Most repetitive, rules-based work qualifies: routing inquiries, answering common questions, sending follow-ups, updating a CRM after a call, or moving a deal to the next pipeline stage. If a human does the same few steps every time an inquiry arrives, that's usually a good candidate.
What is the difference between traditional automation and AI automation?
Traditional automation follows a fixed rule: if X happens, do Y, every time. AI automation adds judgment to that rule, so it can read an inquiry, draft a reply, or decide which queue something belongs in, then escalate the cases it isn't confident about instead of guessing.
How much do AI automation services cost?
Builds start at $1,650. Ongoing usage, meaning language model tokens, SMS, voice minutes, and paid APIs, is billed at cost on top, with no markup. The exact price depends on which tier you need, from a single website chat build to a multi-system rollout like Company Brain.
Can AI automation integrate with our existing systems?
Yes. Builds connect into the CRM, calendar, phone system, and forms you already use through their APIs, rather than asking you to move your data into a new platform. The audit identifies which systems need a connection before any build starts.
How long does it take to build an AI automation solution?
It depends on scope. A single workflow, like after-hours chat or intake routing, moves faster than a build spanning several systems with a governed memory layer, like Company Brain. Timelines get set after the audit, once we know exactly what needs to connect to what.
- Next step
Find out exactly what your website is costing you.
The audit is $500 and takes us eight to ten hours on your business specifically. If you go ahead with any service afterwards, we credit the full $500 against your first invoice.
Monday to Friday, 9:00 to 5:30 Eastern. A person answers.
| Audit fee | $500 |
| Credited if you hire us | −$500 |
| Net cost as a client | $0 |